Simon has 15 years’ experience working with High Net Worth individuals, including partners of professional services firms, investment bankers, entrepreneurs and business owners.
He also has significant experience working directly with the “Big 4” accountancy partner firms and the setting up of compliant financial planning solutions with those firms.
His purpose is to help clients achieve their own personal goals through access to a truly whole of market approach that is now afforded to him by working under the Vision Network. In understanding his clients wishes, constraints, experience and appetite, he can discuss ideas and concepts that reflect this. He helps busy clients make the best decisions for them and their families.
All mainstream areas of advice covered as well as advanced tax planning.
Outside of work Simon is married to Lauren and they have a daughter. He is a keen golfer and admits to supporting QPR!
If you would like to discuss further, he would love to hear from you for a no obligation initial chat – 07984 116 376 or